Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATVI
376
DELISTED
Activision Blizzard Inc.
ATVI
| $33.9M | 0.05% |
856,113
+38,382
| +5% | +$1.52M |
|
|
IM
377
DELISTED
Ingram Micro
IM
| $33.8M | 0.05% |
971,483
-64,702
| -6% | -$2.25M |
|
378
ResMed
RMD
$39.2B
| $33.7M | 0.05% |
533,535
+59,051
| +12% | +$3.73M |
|
379
Valero Energy
VLO
$48.3B
| $33.6M | 0.05% |
658,126
-1,451,313
| -69% | -$74M |
|
380
CACI
CACI
$10.4B
| $33.6M | 0.05% |
371,168
+1,177
| +0.3% | +$106K |
|
381
Bunge Global
BG
$16.2B
| $33.5M | 0.05% |
566,252
-51,876
| -8% | -$3.07M |
|
382
Carnival Corp
CCL
$42.3B
| $33.5M | 0.05% |
757,064
-23,413
| -3% | -$1.03M |
|
383
ABM Industries
ABM
$3.04B
| $33.4M | 0.05% |
916,656
-2,186
| -0.2% | -$79.7K |
|
384
Emcor
EME
$27.8B
| $33.3M | 0.05% |
676,018
-321,411
| -32% | -$15.8M |
|
385
Conagra Brands
CAG
$9.1B
| $33.3M | 0.05% |
695,981
+55,696
| +9% | +$2.66M |
|
386
Deere & Co
DE
$127B
| $33.2M | 0.05% |
410,213
+3,686
| +0.9% | +$299K |
|
387
HDFC Bank
HDB
$180B
| $33.1M | 0.05% |
498,801
-168,913
| -25% | -$11.2M |
|
|
ENH
388
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $33M | 0.05% |
490,839
-60,532
| -11% | -$4.07M |
|
|
STJ
389
DELISTED
St Jude Medical
STJ
| $32.9M | 0.05% |
421,471
-2,033
| -0.5% | -$159K |
|
390
Ziff Davis
ZD
$1.56B
| $32.7M | 0.05% |
517,749
+34,929
| +7% | +$2.21M |
|
391
Idexx Laboratories
IDXX
$50.2B
| $32.7M | 0.05% |
351,895
+40,504
| +13% | +$3.76M |
|
392
Vail Resorts
MTN
$5.96B
| $32.6M | 0.05% |
235,715
-2,006
| -0.8% | -$277K |
|
393
Hubbell
HUBB
$22.6B
| $32.5M | 0.05% |
308,209
+29,620
| +11% | +$3.12M |
|
394
Littelfuse
LFUS
$6.3B
| $32.5M | 0.05% |
274,596
+9,008
| +3% | +$1.06M |
|
395
Lamar Advertising Co
LAMR
$12.7B
| $32.3M | 0.05% |
487,789
+44,556
| +10% | +$2.95M |
|
396
iShares Core S&P Small-Cap ETF
IJR
$84.1B
| $32.3M | 0.05% |
278,150
+1,800
| +0.7% | +$209K |
|
397
Monster Beverage
MNST
$61.6B
| $32.3M | 0.05% |
201,115
-25,825
| -11% | -$4.15M |
|
398
Kellanova
K
$27.4B
| $32.3M | 0.05% |
395,488
+15,215
| +4% | +$1.24M |
|
399
Kite Realty
KRG
$4.99B
| $32.2M | 0.04% |
1,147,815
+558,667
| +95% | +$15.7M |
|
|
TTM
400
DELISTED
Tata Motors Limited
TTM
| $32.2M | 0.04% |
+927,925
| New | +$32.2M |
|